CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $58.4B
1-Year Est. Return 19.68%
This Quarter Est. Return
1 Year Est. Return
+19.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$24.5B
AUM Growth
+$1.52B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,209
New
Increased
Reduced
Closed

Top Buys

1
+$101M
2
+$75M
3
+$67.1M
4
CVS icon
CVS Health
CVS
+$52M
5
DD icon
DuPont de Nemours
DD
+$50.5M

Top Sells

1
+$94.1M
2
+$84.2M
3
+$62M
4
AXP icon
American Express
AXP
+$61.6M
5
ETP
Energy Transfer Partners, L.P.
ETP
+$46.4M

Sector Composition

1 Technology 17.97%
2 Financials 14.38%
3 Healthcare 14.17%
4 Energy 13.92%
5 Consumer Discretionary 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$734K ﹤0.01%
16,793
-2,877
702
$731K ﹤0.01%
20,489
-3,776
703
$731K ﹤0.01%
10,811
-5,844
704
$726K ﹤0.01%
13,417
+8,422
705
$713K ﹤0.01%
24,822
+1,662
706
$708K ﹤0.01%
12,415
-8,411
707
$699K ﹤0.01%
10,789
-36
708
$682K ﹤0.01%
13,240
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709
$676K ﹤0.01%
16,983
+3,025
710
$676K ﹤0.01%
23,284
+7,509
711
$672K ﹤0.01%
27,233
-1,605
712
$671K ﹤0.01%
6,525
+1,384
713
$671K ﹤0.01%
8,735
-190
714
$669K ﹤0.01%
14,185
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715
$666K ﹤0.01%
51,134
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716
$659K ﹤0.01%
11,173
-431
717
$656K ﹤0.01%
27,007
718
$651K ﹤0.01%
17,023
+4,023
719
$651K ﹤0.01%
59,559
-23,924
720
$650K ﹤0.01%
10,442
-1,809
721
$650K ﹤0.01%
9,651
-29
722
$649K ﹤0.01%
45,852
+1,280
723
$649K ﹤0.01%
46,970
724
$647K ﹤0.01%
12,176
-807
725
$645K ﹤0.01%
14,571
-810
27 28
29
30 31